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The Morningstar Category Classifications
Municipal Bond Muni Single State Intermediate 47 Municipal Bond Muni Single State Short 47 ... Category changes are sent to the fund’s advisor with ample time to challenge our opinion, and provide contravening information in a category appeal. Once an appeal is received
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Share Class Types - Morningstar, Inc.
morningstardirect.morningstar.comclasses are A (front-end load), B (deferred fees), C (no sales charge and a relatively high annual 12b-1 fee). Multi-class funds hold the same investment portfolio for all classes, and differ only in their surrounding fee structure. A . Funds that have lower investment minimums and carry a front-load to pay the advisors' sales commission.
QuickStart Guide to Morningstar Direct
morningstardirect.morningstar.com4. In the left-hand navigation pane, select Publications. 5. On the Publications page, click a tile related to either equity or credit research. 6. Click an article to read it. The Publications page offers a number of tiles related to equity and credit research. Click the name of an article to read it.
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